Greenspan, Gross Send Mixed Signals to Bond Traders

The video discusses the bond market dynamics, focusing on the US bond rally and yield curve. It highlights the importance of inflation protection through TIPS, noting their attractiveness in a low-risk premium environment. The discussion shifts to sovereign bond markets, emphasizing opportunities in emerging markets like Brazil with high real yields. The video concludes with an analysis of inflation expectations and the US economic outlook, considering factors like survey data and Fed targets.

In what ways are emerging markets (EM) viewed as potential areas for yield?

What are the implications of the Fed's approach to interest rates and inflation on the bond market?